Who owns FXR
Which tracked institutional funds hold FXR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FXR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
39 tracked funds added or opened FXR while 18 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FXR’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FXR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FXR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 171 tracked filers holding FXR, 83 increased or opened the position and 70 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FXR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- GTS SECURITIES LLC$2M
- Bank of New York Mellon Corp$1M
- Orion Porfolio Solutions, LLC$778K
- Atria Investments, Inc$681K
- OneAscent Financial Services LLC$516K
Full exits 11
- Janney Montgomery Scott LLC$9M
- Cambridge Investment Research Advisors, Inc.$6M
- JANE STREET GROUP, LLC$3M
- CITADEL ADVISORS LLC$2M
- HighTower Advisors, LLC$1M
- Apeiron RIA LLC$1M
Largest adds
- LPL Financial LLC$11M
- ENVESTNET ASSET MANAGEMENT INC$10M
- RAYMOND JAMES FINANCIAL INC$6M
- D.A. DAVIDSON & CO.$4M
- ASSETMARK, INC$4M
- WELLS FARGO & COMPANY/MN$4M
Largest trims
- Rockefeller Capital Management L.P.$2M
- ROYAL BANK OF CANADA$1M
- Retirement Planning Group, LLC$747K
- Schrum Private Wealth Management LLC$602K
- MERCER GLOBAL ADVISORS INC /ADV$288K
- COMMONWEALTH EQUITY SERVICES, LLC$266K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 836,481 | $76M | 14.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 796,996 | $73M | 14.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 533,258 | $49M | 9.5% | 2026-Q2 |
| LPL Financial LLC added | 486,887 | $44M | 8.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 352,787 | $32M | 6.3% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC trimmed | 264,853 | $24M | 4.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 202,542 | $18M | 3.6% | 2026-Q2 |
| UBS Group AG trimmed | 200,509 | $18M | 3.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 158,041 | $14M | 2.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 155,961 | $14M | 2.8% | 2026-Q2 |
| Modern Wealth Management, LLC added | 98,910 | $9M | 1.8% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 98,156 | $9M | 1.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 79,172 | $7M | 1.4% | 2026-Q2 |
| Virtue Capital Management, LLC trimmed | 77,360 | $7M | 1.4% | 2026-Q2 |
| Monument Capital Management trimmed | 63,826 | $6M | 1.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 61,781 | $6M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 54,311 | $5M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 52,869 | $5M | 0.9% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS | 50,000 | $5M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 48,108 | $4M | 0.9% | 2026-Q2 |
| ASSETMARK, INC added | 46,324 | $4M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 42,454 | $4M | 0.8% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 40,120 | $4M | 0.7% | 2026-Q2 |
| Crumly & Associates Inc. | 33,874 | $3M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 33,801 | $3M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 32,516 | $3M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 31,569 | $3M | 0.6% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 27,137 | $2M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 26,943 | $2M | 0.5% | 2026-Q2 |
| MTM Investment Management, LLC trimmed | 24,258 | $2M | 0.4% | 2026-Q2 |
| Arkadios Wealth Advisors added | 24,204 | $2M | 0.4% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 23,183 | $2M | 0.4% | 2026-Q2 |
| Schrum Private Wealth Management LLC trimmed | 21,933 | $1M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 21,889 | $2M | 0.4% | 2026-Q2 |
| NAVELLIER & ASSOCIATES INC added | 21,819 | $2M | 0.4% | 2026-Q2 |
| Purus Wealth Management, LLC added | 21,391 | $2M | 0.4% | 2026-Q2 |
| Summit Financial, LLC trimmed | 20,050 | $2M | 0.4% | 2026-Q2 |
| Paragon Private Wealth Management, LLC trimmed | 20,002 | $2M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 19,018 | $2M | 0.3% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 18,868 | $2M | 0.3% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 15,856 | $1M | 0.3% | 2026-Q2 |
| Prosperity Consulting Group, LLC trimmed | 14,973 | $1M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 14,824 | $1M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 13,680 | $1M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 13,528 | $1M | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC added | 13,437 | $1M | 0.2% | 2026-Q2 |
| HARMONY ASSET MANAGEMENT LLC added | 13,361 | $1M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp new | 12,487 | $1M | 0.2% | 2026-Q2 |
| Well Done, LLC | 12,135 | $1M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 11,502 | $1M | 0.2% | 2026-Q2 |
| Asset One Wealth Management LLC added | 9,980 | $885K | 0.2% | 2026-Q2 |
| Parallel Advisors, LLC added | 9,089 | $828K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 9,048 | $824K | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC new | 8,534 | $778K | 0.2% | 2026-Q2 |
| AlphaCore Capital LLC | 8,269 | $753K | 0.1% | 2026-Q2 |
| Pacific Sun Financial Corp added | 7,970 | $726K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 7,885 | $718K | 0.1% | 2026-Q2 |
| Atria Investments, Inc new | 7,478 | $681K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 6,643 | $605K | 0.1% | 2026-Q2 |
| EQUITABLE TRUST CO | 6,587 | $600K | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC | 6,346 | $578K | 0.1% | 2026-Q2 |
| HFG Advisors, Inc. | 6,297 | $574K | 0.1% | 2026-Q2 |
| FMR LLC added | 6,263 | $571K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 6,143 | $560K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 6,052 | $551K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 5,759 | $525K | 0.1% | 2026-Q2 |
| OneAscent Financial Services LLC new | 5,663 | $516K | 0.1% | 2026-Q2 |
| Southland Equity Partners LLC | 5,599 | $510K | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 5,570 | $508K | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 5,557 | $506K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 5,521 | $503K | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC new | 5,465 | $498K | 0.1% | 2026-Q2 |
| WealthBridge Capital Management, LLC added | 5,464 | $498K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 5,419 | $494K | 0.1% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added | 5,315 | $484K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,212 | $464K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 4,993 | $455K | 0.1% | 2026-Q2 |
| &PARTNERS added | 4,968 | $445K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 4,916 | $448K | 0.1% | 2026-Q2 |
| Harvest Investment Services, LLC trimmed | 4,808 | $438K | 0.1% | 2026-Q2 |
| BIP Wealth, LLC trimmed | 4,769 | $435K | 0.1% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC added | 4,767 | $434K | 0.1% | 2026-Q2 |
| Empower Advisory Group, LLC new | 4,641 | $423K | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 4,455 | $406K | 0.1% | 2026-Q2 |
| Risk Paradigm Group, LLC added | 4,437 | $404K | 0.1% | 2026-Q2 |
| Trueblood Wealth Management, LLC added | 4,327 | $394K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 4,325 | $394K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 4,315 | $393K | 0.1% | 2026-Q2 |
| TradeWell Securities, LLC. trimmed | 4,194 | $382K | 0.1% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 4,046 | $369K | 0.1% | 2026-Q2 |
| Novak & Powell Financial Services, Inc. | 3,997 | $364K | 0.1% | 2026-Q2 |
| BELLEVUE ASSET MANAGEMENT, LLC | 3,979 | $363K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,947 | $357K | 0.1% | 2026-Q2 |
| Morey & Quinn Wealth Partners, LLC | 3,900 | $355K | 0.1% | 2026-Q2 |
| Quad-Cities Investment Group, LLC trimmed | 3,799 | $346K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 3,741 | $341K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 3,739 | $341K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 3,630 | $331K | 0.1% | 2026-Q2 |
| BlackRock, Inc. | 3,515 | $320K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 3,415 | $311K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.